Tweedy Browne portfolio — 13F holdings Q2 2026
Tweedy Browne (Thomas Shrager) reported 90 long positions worth $1.3 billion as of 2026-06-30. Top holdings: CNH Industrial N.V., IONIS PHARMACEUTICALS INC, BERKSHIRE HATHAWAY INC, COCA COLA FEMSA SAB DE CV, JOHNSON & JOHNSON. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| CNH Industrial N.V. | 2026-06-30 | 225901366.00 USD | 17.11% | reduce | Original filing |
| IONIS PHARMACEUTICALS INC | 2026-06-30 | 180805859.00 USD | 13.70% | add | Original filing |
| BERKSHIRE HATHAWAY INC | 2026-06-30 | 156684974.00 USD | 11.87% | add | Original filing |
| COCA COLA FEMSA SAB DE CV | 2026-06-30 | 123310563.00 USD | 9.34% | reduce | Original filing |
| JOHNSON & JOHNSON | 2026-06-30 | 51211527.00 USD | 3.88% | reduce | Original filing |
| Alphabet Inc. | 2026-06-30 | 50489948.00 USD | 3.83% | reduce | Original filing |
| AUTOLIV INC | 2026-06-30 | 44529587.00 USD | 3.37% | reduce | Original filing |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 41072989.00 USD | 3.11% | reduce | Original filing |
| Zoetis Inc. | 2026-06-30 | 39958184.00 USD | 3.03% | buy | Original filing |
| Envista Holdings Corp | 2026-06-30 | 37818785.00 USD | 2.87% | reduce | Original filing |
| TRUIST FINANCIAL CORP | 2026-06-30 | 27214474.00 USD | 2.06% | reduce | Original filing |
| UNIFIRST CORP | 2026-06-30 | 26856706.00 USD | 2.03% | reduce | Original filing |
| U-Haul Holding Co /NV/ | 2026-06-30 | 26705118.00 USD | 2.02% | reduce | Original filing |
| AMERICAN EXPRESS CO | 2026-06-30 | 21214702.00 USD | 1.61% | reduce | Original filing |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 20784936.00 USD | 1.57% | reduce | Original filing |
| VERTEX PHARMACEUTICALS INC / MA | 2026-06-30 | 19929304.00 USD | 1.51% | reduce | Original filing |
| AUTOZONE INC | 2026-06-30 | 17673548.00 USD | 1.34% | reduce | Original filing |
| Bank of New York Mellon Corp | 2026-06-30 | 14785794.00 USD | 1.12% | reduce | Original filing |
| Jazz Pharmaceuticals plc | 2026-06-30 | 14494105.00 USD | 1.10% | reduce | Original filing |
| NOVARTIS AG | 2026-06-30 | 11146710.00 USD | 0.84% | reduce | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-07 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-06 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-03 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-20 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-07-29 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-12 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-13 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-13 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-06 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-13 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-13 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-09 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-15 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-12 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-13 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-10 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-12 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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